Senior Analyst

Posted Yesterday
Chicago, IL
65K-80K Annually
Junior
Fintech • Payments • Financial Services
The Role
The Senior Analyst will assist in loan sizing, packaging quote narratives, and organizing due diligence for multifamily transactions. Responsibilities include data input for capital sources, managing pipeline reports, and coordinating marketing efforts. The role requires communication with clients and various stakeholders, property tours, and participation in production meetings while maintaining accurate entries in Salesforce.
Summary Generated by Built In

Department:

GSE Production

We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities. We believe seeking diverse talent and promoting the inclusion of all perspectives are more than moral imperatives – they are critical to our success and ability to innovate and grow.

Department Overview

The Multifamily Finance experts work with correspondents, brokers, and directly with borrowers around the nation to originate loans. Multifamily Finance coordinates with Underwriting, Closing, and Asset Management to close new loans and retain existing clients.

The Impact You Will Have

The Senior Analyst will primarily assist in sizing loans, packaging quote narratives and gathering/organizing due diligence for loans related to multifamily transactions.

Primary Responsibilities

  • Inputting and modeling multifamily data and create Narrative Packages for Fannie Mae, Freddie Mac and other capital sources.
  • Work within DUS Gateway and Freddie Mac OUS systems to upload quote packages.
  • Assist in organizing all marketing efforts, including writing press releases, create deal ‘tombstones’ and coordinating with W&D marketing for client events.
  • Manage, Maintain, and Update our pipeline report
  • Responsible for managing production team’s salesforce entries for all new and existing loans and clients
  • Mine clients SREO’s for refinance opportunities
  • Keep up and track all quotes, which would be presented to clients in a debt matrix
  • Assist production team in tracking deals during underwriting
  • Conduct property tours as needed
  • Participate in weekly Production Meetings
  • Complete Lost Deal information in Salesforce
  • Prepare Transition Memo on all deals once we have a signed application
  • Participate in Kick-Off meetings with producer, underwriter and closer for all loans under application
  • Serve as a liaison between production, underwriting and closing as deals are processed
  • Interface with clients, mortgage brokers, lenders and other lending participants
  • Travel required to some industry events, client meetings and property inspections/tours
  • Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders, often in combination with travel
  • Other skills related to building a career in Multifamily Finance
  • Perform other duties as assigned
  • Attendance is generally 8:30 am – 5:30 pm EST Monday through Friday with the ability to work up to 2 of those days remotely

Education and Experience

  • Bachelor’s degree (prefer finance and/or real estate concentration)
  • 2+ years financial analyst experience with commercial real estate owner, broker, appraiser or financial institution. 
  • Multifamily agency experience a plus.
  • Proficient in MS Word, Sales Force and SharePoint.


Knowledge, Skills and Abilities

  • Excellent financial modeling skills including thorough knowledge of MS Excel
  • Strong written and oral communication skills
  • Detail oriented, organized and accurate
  • Ability to handle multiple tasks
  • Ability to work productively in time sensitive situations
  • Good concept of financial analysis of income producing real estate
  • Good organization and analytical skills
  • Exhibit good teamwork and cooperation
  • Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
  • Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders

This position has an estimated base salary of $65,000 - $80,000 plus discretionary production incentives. An employment offer is based on the applicant’s relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.

#LI-GC1

#LI-Hybrid

What We Offer 

  • The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023 

  • Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
    -
    Up to 83% subsidized medical payroll deductions
    - Competitive dental and vision benefits
    - 401(k) + match
    - Pre-tax transit and commuting benefits
    - A robust health and wellness program – earn cash rewards and gain access to resources that
    promote health, engagement, and balance
    - Paid maternity and parental leave, as well as other family paid leave programs
    - Company-paid life, short and long-term disability insurance
    - Health Savings Account and Healthcare and Dependent Care Flexible Spending 

  • Commitment to diversity, equity, and inclusion, with employee resource groups organizing activities and providing a space for open communication 

  • Career development opportunities 

  • Empowerment and encouragement to give back – volunteer hours and donation matching 

 
*Eligibility may vary based on average number of hours worked 

EEO Statement

We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information. We strive to be a safe place to ask questions, build professional relationships, and develop careers.


SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at 301.215.5500, if you have any concerns about information requested during or after the application process.

Fair Chance Hiring

Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.

Top Skills

Excel
The Company
Greenwood Village, Colorado
1,251 Employees
On-site Workplace

What We Do

Walker & Dunlop is one of the largest commercial real estate finance and advisory services firms in the United States. Our ideas and capital create communities where people live, work, shop, and play. The diversity of our people, breadth of our brand, and technological capabilities make us one of the most insightful and client-focused firms in the commercial real estate industry

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